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2,290 hedge funds and large institutions have $213B invested in Visa in 2018 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 866 increasing their positions, 894 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 287 | Existing positions closed: 120

35% more call options, than puts

Call options by funds: $2.59B | Put options by funds: $1.92B

7% more funds holding

Funds holding: 2,1472,290 (+143)

3% more funds holding in top 10

Funds holding in top 10: 471486 (+15)

0.41% more ownership

Funds ownership: 92.32%92.73% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 894

13% less capital invested

Capital invested by funds: $246B → $213B (-$32.8B)

Holders
2,290
Holders Change
+143
Holders Change %
+6.66%
% of All Funds
51.01%
Holding in Top 10
486
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+3.18%
% of All Funds
10.83%
New
287
Increased
866
Reduced
894
Closed
120
Calls
$2.59B
Puts
$1.92B
Net Calls
+$666M
Net Calls Change
+$786M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
2051
Corrigan Financial
Rhode Island
$260K +$14.8K +107 +6%
TF
2052
Tompkins Financial
New York
$259K
TA
2053
Trellis Advisors
Washington
$259K +$6.77K +49 +3%
WC
2054
Weil Company
California
$258K -$4.14K -30 -2%
BFIM
2055
Beese Fulmer Investment Management
Ohio
$258K
CGA
2056
Crescent Grove Advisors
Illinois
$258K +$14.5K +105 +6%
GBBWRPM
2057
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$258K +$270K +1,958 New
WA
2058
WealthTrust-Arizona
Arizona
$257K +$2.07K +15 +0.8%
BBA
2059
Braun-Bostich & Associates
Pennsylvania
$255K +$8.98K +65 +3%
FCIM
2060
Fairview Capital Investment Management
California
$254K +$8.43K +61 +3%
LFASL
2061
Lugano Financial Advisors SA (LFA)
Switzerland
$252K
ESBC
2062
E.S. Barr & Co
Kentucky
$252K +$3.04K +22 +1%
AW
2063
Alpha Windward
Massachusetts
$251K -$23.2K -168 -8%
HCM
2064
HGI Capital Management
New York
$251K
LJHT
2065
Laurie J. Hall Trustee
$251K +$58.7K +425 +32%
PCMK
2066
Paragon Capital Management (Kansas)
Kansas
$251K +$10.9M +78,694 New
HPC
2067
Hobart Private Capital
North Carolina
$249K +$31.8K +230 +14%
TFO
2068
Tarbox Family Office
California
$249K -$5.53K -40 -2%
BFWA
2069
Benchmark Financial Wealth Advisors
Florida
$249K +$261K +1,887 New
FFC
2070
First Financial Corp
Indiana
$247K -$4.14K -30 -2%
CMBA
2071
C.M. Bidwell & Associates
Hawaii
$247K +$4.14K +30 +2%
GKWIM
2072
Gerber Kawasaki Wealth & Investment Management
California
$245K -$3.18K -23 -1%
DIM
2073
DC Investments Management
Virginia
$245K +$256K +1,856 New
LC
2074
Lavaca Capital
Texas
$244K +$256K +1,853 New
HIM
2075
Harbour Investment Management
Washington
$243K +$254K +1,840 New

V Hedge Fund Activity: Q4 2018 in Review

2,290 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2018, worth a combined $213B — down 13% from $246B a quarter earlier.

Buyers outnumbered sellers: 287 funds opened new V positions and 120 closed out — a net gain of 167 holders — while 866 added to existing stakes and 894 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $674M. The largest seller was JP Morgan Chase, cutting an estimated $567M.

  • 2,290 institutional investors held Visa (V) as of Q4 2018, up from 2,147 in Q3 2018.
  • Funds reported $213B of Visa stock for Q4 2018, down 13% quarter-over-quarter.
  • 287 funds opened new Visa positions in Q4 2018 and 120 closed out, a net change of +167 holders.
  • The largest Visa buyer in Q4 2018 was Viking Global Investors, an estimated $674M added.
  • The largest Visa seller in Q4 2018 was JP Morgan Chase, an estimated $567M sold.

Based on aggregated 13F filings for Q4 2018.